Employee Onboarding Software
Go beyond onboarding paperwork and make sure every new hire is perfectly set up to become productive quickly. Run a self-driven, automated process for new joiners.
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"We can finally delegate work with confidence and focus on growing the business.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"We can finally delegate work with confidence and focus on growing the business.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
Start by Tallyfying one recurring process
Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.
Tallyfy® is Employee Onboarding and Orientation Made Easy
HR teams tell us their biggest headache is coordination chaos - chasing status updates across departments while new hires feel abandoned on Day 1. Tallyfy becomes your single source of truth for who does what, when, across HR, IT, managers, and payroll.
How Tallyfy Works for Employee Onboarding
Three steps to get every new hire productive fast
1. Document
Build onboarding checklists using reusable templates that coordinate HR, IT, and managers for each new hire.
Can new hires wait?
Are you hearing this at work? That's busywork
Enter between 1 and 150,000
Enter between 0.5 and 40
Enter between $10 and $1,000
Based on $30/hr x 4 hrs/wk
Your loss and waste is:
every week
What you are losing
Cash burned on busywork
per week in wasted wages
What you could have gained
160 extra hours could create:
per week in real and compounding value
Total cumulative impact over time (real cost + missed opportunities)
You are bleeding cash, annoying every employee and killing dreams.
It's a no-brainer
Onboarding workflow skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our employee onboarding and orientation experts for life.
SCHEDULE A CALL
Tallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Middleware
BI & Data Export
Events & Triggers
AI & Automation
Security
Documents
Analytics & Metrics
Email Integration
Legal & Enterprise
Related Questions
What exactly is Tallyfy?
Tallyfy tracks every step of any process - automatically. No more wondering who's done what. You can save about 2 hours per person per day by delegating to people or AI, run consistent operations, and scale without chaos. It's especially useful when you don't want to lose or forget any submission from forms.
Why do companies need onboarding software?
Here's the thing. Without a system, every new hire gets a different experience. Some get great training. Others get thrown in the deep end. In our conversations, we've heard about skipped steps, forgotten paperwork, and new hires who feel lost for weeks. That inconsistency costs you - in productivity, in turnover, in reputation.
How does Tallyfy change employee onboarding?
It gives everyone a clear path to follow. New hires see exactly what's next. Managers see who's stuck. HR stops playing detective. The software also translates content into 90+ languages automatically - really helpful for international teams.
What happens without proper onboarding software?
Honestly? Chaos. New hires don't know where they fit. Steps get skipped. Training is hit-or-miss. Nobody knows if IT set up the laptop or if payroll has the bank details. The result is frustrated employees who leave early - and that's expensive.
How does Tallyfy handle documents during onboarding?
Instead of duplicating contracts and policies for every hire, you create templates once. Define what's editable, what's locked, reuse snippets across documents. Fields can auto-fill from existing records. It saves hours of copy-paste work that nobody enjoys.
Where can I see customer reviews?
Head to our customers page. You'll find real stories from companies who've fixed their onboarding mess with Tallyfy. No fluff - just what actually changed for them.
How do you keep training consistent across locations?
Templates and auto-translations. Every new hire in every office goes through the same foundation - but you can still tailor parts for local needs. Team members get assigned their roles, and managers can check progress across all locations from one place.
Is there a free trial?
Yes - but it's not a generic sandbox. We set you up with your actual onboarding workflows so you can test with real scenarios. Book a demo and we'll configure everything for you.
How does Tallyfy handle compliance requirements?
Everything gets an automatic audit trail. Who did what, when, with timestamps. Permissions are granular - you control who sees what. When regulators ask "can you prove this training happened?" you've got the evidence ready. All docs stay organized and accessible.
Do you help with implementation?
Yes, and it's free. We'll help you build your workflows, set up templates, and get everything running. Not just a quick demo and goodbye - actual hands-on help. Book a chat and we'll get started.
How does pricing work for different countries?
We price based on GDP per capita. So companies in developing economies get discounts up to 90%. It's simple fairness - premium tools shouldn't only be available to wealthy countries.
How do I get a demo?
Just book a slot. We'll walk through how Tallyfy fits your specific onboarding needs, answer your questions, and set you up with a trial using your real workflows.
How do you handle 30-60-90 day check-ins?
Time-based triggers. Set them once, and the system automatically schedules check-ins at 30, 60, 90 days, 6 months, even 1 year after start date. In discussions we've had, teams admitted they used to forget these reviews until someone complained. Now it's automatic - and you can see whether the check-in actually happened.
What if different departments use different systems?
That's exactly what we solve. Teams tell us they were juggling DocuSign, cloud storage, payroll like Paychex, background checks, and endless email. Tallyfy doesn't replace those tools - it coordinates them. When HR finishes their step, IT automatically gets notified to start theirs. No more "did anyone tell IT to set up the laptop?"
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency